How I help
Planning, taxes, and investing, handled by one team.
Financial Planning
A written plan built around your income, your taxes, and the life you want. Updated as things change.
- Retirement income and withdrawal order
- Roth conversions, RMDs, and Medicare premiums
- Equity compensation: RSUs, ISOs, and ESPP
- Tax projections before the year ends
Tax Planning and Filing
Your return prepared by the same person who knows your plan. Planning happens all year, not just in April.
- Individual, trust, and business returns
- A written tax plan for the year ahead
- Multi state and equity comp reporting
- A video walkthrough of every finished return
Investment Management
Portfolios managed to fit the plan, not the other way around. You always know what you own and why.
- Portfolios built around your goals and timeline
- Tax aware placement across your accounts
- Rebalancing and ongoing monitoring
- Regular reviews in plain English
Jesse Stacy, MTAX, CFP®, EA | Columbus, Ohio
[Financial Planning and Investment Management Services provided by Secure Path Advisory Group and Cambridge Investment Research]